WP
LVL

WealthPLAN Partners’s Invesco S&P Global Dividend Opportunities Index ETF LVL Stock Holding History

WealthPLAN Partners’s Portfolio LVL Stock Details LVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$1.79K Hold
179
– – ﹤0.01% 863
2016
Q2 		$1.69K Buy
+179
New +$1.69K ﹤0.01% 2265
2015
Q4 		$1.56K Buy
+179
New +$1.64K ﹤0.01% 1508

Other funds holding LVL

PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WealthPLAN Partners's LVL Position: Q3 2016 in Review

WealthPLAN Partners held its Invesco S&P Global Dividend Opportunities Index ETF (LVL) position steady in Q3 2016 at 179 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

WealthPLAN Partners first reported a position in LVL in Q4 2015 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold LVL as of Q3 2016.

  • WealthPLAN Partners held 179 shares of Invesco S&P Global Dividend Opportunities Index ETF worth $1.79K as of Q3 2016.
  • WealthPLAN Partners left its Invesco S&P Global Dividend Opportunities Index ETF share count unchanged in Q3 2016.
  • Invesco S&P Global Dividend Opportunities Index ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #863 holding.
  • WealthPLAN Partners first reported a position in Invesco S&P Global Dividend Opportunities Index ETF in Q4 2015 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Invesco S&P Global Dividend Opportunities Index ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.